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People · The Kobeissi Letter · Semiconductors

What The Kobeissi Letter has said about semiconductors

The Kobeissi Letter, a markets commentary publication. 2 statements from October 19, 2026 to October 24, 2026, each quoted word for word from the original and checked before publication. Newest first.

  1. October 24, 2026 · on X
    “Semiconductor prices are skyrocketing in the US: Producer prices for semiconductor and other electronic component manufacturing surged +26% YoY in September, their 4th-largest increase on record. This also marks their 6th consecutive YoY increase of at least +25%. Since July 2025, the Producer Price Index for semiconductor and other electronic component manufacturing has risen +31%, to its 2nd-highest level since January 2007. To put this into perspective, the index declined every year from 1994 to 2021. Meanwhi…”

    Kobeissi Letter Reports Skyrocketing Semiconductor Prices, AI Driving Inflation →

  2. October 19, 2026 · on X
    “US semiconductor stocks are experiencing massive volatility: The Semiconductor Index, SOX, to S&P 500 ratio is down to 1.45 points, its lowest since April 2026. This ratio has declined -0.46 points, or -24%, from its mid-June peak. Over this period, SOX has fallen -24%, while the S&P 500 has gained +2%. The relative decline is comparable to the one seen following the 2000 Dot-Com Bubble burst. However, the ratio is still up +142% since the 2022 bear market low of 0.60. Meanwhile, SOX has also declined for 8 cons…”

    Kobeissi Letter Reports Massive Semiconductor Volatility →

Statements are reported from The Kobeissi Letter’s own public posts and appearances, quoted verbatim, checked against the original before publication, and linked to it. Inclusion is editorial and not an endorsement of any view, product, or asset. Full profile: The Kobeissi Letter. The beat: Semiconductors.